MRA Advisory Group Acquires 1,544 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MRA Advisory Group acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 1,544 shares of the semiconductor company’s stock, valued at approximately $704,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. Hilton Head Capital Partners LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter worth about $27,000. Strategic Advocates LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 36 shares during the last quarter. Evolution Wealth Management Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 67 shares during the period. Cedar Mountain Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 88.2% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 30 shares during the period. Finally, Financial Freedom LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter worth approximately $32,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: Analysts remain bullish. Goldman Sachs raised its TSMC target to TWD 3,300, while Barclays increased its U.S.-listed target to $665 and maintained an “overweight” rating. Goldman Sachs raises target for TSM stock
• Positive Sentiment: AI demand continues to support the investment case. TSMC is being highlighted among leading AI-related semiconductor stocks, with strong earnings consistency, rising estimates, and expected demand for advanced nodes—including the 2-nanometer technology ramp. Expectations are building ahead of the company’s October 15 earnings report. TSMC Q3 Earnings
• Neutral Sentiment: TSMC could still have a limited Terafab connection. Musk said TSMC might sublease part of the Texas site, but Tesla and SpaceX would own and operate the project. This preserves a potential commercial relationship, but offers less strategic significance than running the facility. Elon Musk rules out TSMC operational role
• Negative Sentiment: The loss of an expected operating role triggered selling. Musk said there is “zero doubt” that TSMC will not run Terafab, removing a potential high-profile customer and partnership catalyst for TSMC. TSM Stock Falls After Musk’s Terafab Comments
• Negative Sentiment: TSMC’s premium valuation raises the bar for upcoming results. The stock recently reached a record high and trades at a premium reflecting its foundry dominance and roughly 45% net margin, leaving investors particularly sensitive to earnings, margins, and signs that new capacity can meet AI demand. TSMC stock hit a record

Analysts Set New Price Targets

TSM has been the subject of a number of recent analyst reports. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Bank of America upped their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Stifel Nicolaus initiated coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 target price on the stock. Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $650.00 to $665.00 and gave the company an “overweight” rating in a research report on Tuesday. Finally, Needham & Company LLC upped their price target on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research note on Monday, July 27th. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus target price of $524.89.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 3,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, July 21st. The stock was bought at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the purchase, the vice president owned 4,000 shares in the company, valued at $297,560. This represents a 300.00% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, VP Shyue-Shyh Lin purchased 2,000 shares of the firm’s stock in a transaction dated Sunday, July 19th. The shares were bought at an average cost of $71.71 per share, with a total value of $143,420.00. Following the transaction, the vice president directly owned 28,269 shares of the company’s stock, valued at approximately $2,027,169.99. This represents a 7.61% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have acquired 14,559 shares of company stock worth $1,067,931. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Down 1.7%

Shares of NYSE:TSM traded down $8.36 during midday trading on Wednesday, hitting $473.94. 4,333,034 shares of the company’s stock traded hands, compared to its average volume of 13,068,888. The firm’s fifty day moving average price is $429.10 and its two-hundred day moving average price is $411.68. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $266.82 and a twelve month high of $487.47. The company has a market cap of $2.46 trillion, a PE ratio of 34.17, a P/E/G ratio of 1.08 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.56 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a dividend yield of 0.9%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 24.96%.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s largest dedicated semiconductor foundry. Founded in 1987 by Morris Chang, the company pioneered the pure-play foundry model, producing chips designed by other companies rather than selling products under its own semiconductor brand.

TSMC manufactures a broad range of integrated circuits, including advanced logic chips used in high-performance computing, smartphones, automotive systems, communications equipment, and consumer electronics.